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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,292 | $168,636-39.9% | $147,618-31.4% | $125,388-19.2% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -0.95% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $8,283 | $6,252+32.5% | $5,565+48.9% | $4,866+70.2% |
| Participant deferral / active EE | $4,658 | $5,507-15.4% | $4,895-4.8% | $5,352-13.0% |
| Admin fee / account holder | $49 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |